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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BlueStem Wealth Partners
Minnesota
$16.4M +$4.41M +42,635 +36%
TF
27
TME Financial
California
$16.4M +$5.08M +49,059 +44%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$15.9M -$8.59M -83,049 -35%
SL
29
Systelligence LLC
Minnesota
$15.3M -$7.21M -69,681 -32%
OPCM
30
Osborne Partners Capital Management
California
$15.2M -$101K -976 -0.6%
CI
31
CacheTech Inc
Utah
$14.4M +$166K +1,602 +1%
OIA
32
OneDigital Investment Advisors
Kansas
$13.8M -$219K -2,115 -2%
GC
33
Guggenheim Capital
Illinois
$13.6M +$545K +5,269 +4%
AWM
34
Adams Wealth Management
Utah
$13.5M +$59.1K +571 +0.4%
Raymond James Financial
35
Raymond James Financial
Florida
$13.5M +$3.02M +29,211 +28%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$13.2M -$3.04M -29,395 -19%
AA
37
Aire Advisors
California
$12.9M +$202K +1,949 +2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$12.8M +$5.09M +49,144 +64%
IFA
39
Independence Financial Advisors
New Hampshire
$12.6M +$90.5K +875 +0.7%
OBWG
40
Onyx Bridge Wealth Group
New York
$12M +$3.65M +35,318 +43%
SIM
41
SSI Investment Management
California
$11.6M +$4.12M +39,812 +54%
Nomura Asset Management
42
Nomura Asset Management
Japan
$11.2M -$267K -2,580 -2%
ACM
43
Advance Capital Management
Michigan
$11.2M -$505K -4,878 -4%
Stifel Financial
44
Stifel Financial
Missouri
$9.62M -$1.68M -16,217 -15%
HP
45
Hilltop Partners
Indiana
$9.5M +$161K +1,554 +2%
UBS Group
46
UBS Group
Switzerland
$9.19M -$285K -2,756 -3%
FGAM
47
Financial Gravity Asset Management
Texas
$9M +$263K +2,539 +3%
3F
48
360 Financial
Minnesota
$8.33M +$99.9K +965 +1%
MWM
49
Mascagni Wealth Management
Mississippi
$8.27M +$713K +6,891 +9%
MC
50
McMorgan & Co
California
$8.06M +$8.19M +79,171 New